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Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure,...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum
Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 18 July 2025
Corning locks in on China investments amid intensifying US-China tensions
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...